I'm seeking a role that allows me to leverage my expertise in client relationship management, banking operations, and SaaS to drive meaningful impact and contribute to the success of the organization. I'm particularly interested in opportunities that offer challenges, growth potential, and the chance to collaborate with talented teams. A dynamic environment where innovation is encouraged.
Mary Pudota
@marypudota
Experienced in client relations, banking ops, & SaaS with 9 yrs track record.
IndiaWhat I'm looking for
I'm a seasoned professional with nearly 9 years of expertise in client relationship management, banking operations, and SaaS. I excel in fostering robust client relationships, driving strategic partnerships, and ensuring regulatory compliance. Proficient in wealth management, international markets, KYC compliance, and strategic portfolio analysis, I'm dedicated to delivering excellence and achieving results. My track record includes numerous accolades such as Best Customer Service Award and Star Performer recognition, reflecting my commitment to excellence and productivity. With a passion for continuous growth and a proven ability to exceed expectations, I bring a unique blend of skills and achievements that set me apart.
Experience
Client Specialist
Valuefy Solutions
Nov 2021 - Present (2 years 6 months)
Dynamic professional with a solid track record of nearly 9 years in client relationship management, financial product sales, portfolio oversight, financial planning expertise, upselling & renewal, customer success, and account management.
Client Data Specialist
Jp Morgan Chase and Co
Mar 2022 - Nov 2022 (8 months)
Dynamic professional with expertise in KYC compliance, document analysis, risk assessment, enhanced CDD, quality control, team collaboration, KYC instruction leadership, technological innovation, audit support, and process improvement.
Electronic KYC Analyst Quality Checker
HSBC INDIA PVT LTD.
Expert in quality checks, AML investigation, risk management, documentation & compliance vigilance, process optimization & reporting, and operational excellence & data integrity.
Process Associate
GENPACT
May 2015 - Jun 2016 (1 year 1 month)
Handled billing integrity, efficient invoicing, deadline adherence, financial compliance, customer resolution, financial closing support, organized record-keeping, and currency accuracy.
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